JFS Wealth Advisors’s BrightSpring Health Services BTSG Stock Holding History

JFS Wealth Advisors’s Portfolio BTSG Stock Details BTSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.48K	Sell	79 -14	-15%	-$882	﹤0.01%	1279
2026 Q2	$6.49K	Buy	93 +26	+39%	+$1.44K	﹤0.01%	1178
2026 Q1	$2.86K	Buy	67 +9	+16%	+$363	﹤0.01%	1405
2025 Q4	$2.17K	Buy	58 +35	+152%	+$1.17K	﹤0.01%	1522
2025 Q3	$680	Buy	+23	New	+$535	﹤0.01%	1702

Other funds holding BTSG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

JFS Wealth Advisors's BTSG Position: Q3 2026 in Review

JFS Wealth Advisors reduced its BrightSpring Health Services (BTSG) stake by 15% in Q3 2026, selling an estimated $882 and leaving 79 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

JFS Wealth Advisors first reported a position in BTSG in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.49K in Q2 2026. 201 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

JFS Wealth Advisors held 79 shares of BrightSpring Health Services worth $4.48K as of Q3 2026.
JFS Wealth Advisors sold 14 BrightSpring Health Services shares in Q3 2026, an estimated $882.
BrightSpring Health Services made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1279 holding.
JFS Wealth Advisors first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 5 quarters since.
JFS Wealth Advisors's BrightSpring Health Services position peaked at $6.49K in Q2 2026.
201 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.